TF Metals Report Podcast

Welcome to the TF Metals Report Podcast! Vault podcasts are produced almost every day, while Access 2 Access (A2A) podcasts come out usually once a week.

TFMR Podcast - Tuesday, October 4

Tuesday, October 5, 2021 - 4:52pm

It was an odd day of crosscurrents in the Comex precious metals with the POSX and interest rates rising but also a big jump in inflation expectations due to another rally in the energy sector.

So for today, just a lengthy general discussion that covers all of these links and tweets:...

TFMR Podcast - Monday, October 4

Monday, October 4, 2021 - 5:32pm

What an interesting day this turned out to be. The Comex digital metals were down early but an acknowledgement from Goon Bullard seemed to discredit Powell's "transitory" narrative. And then Facebook crashed...which ruined Zuck's day but likely made more than a few of you smile.


Thursday Conversation - Joe Mazumdar of Exploration Insights

Thursday, September 30, 2021 - 3:00pm

It has been a difficult year in the mining shares so when I invited Joe Mazumdar for this podcast, I knew we had a lot to discuss. However, this week's merger announcement between Kirkland Lake and Agnico Eagle certainly makes this podcast quite timely for anyone interested in the sector....

TFMR Podcast - Wednesday, September 29

Wednesday, September 29, 2021 - 5:44pm

Expecting the selloff doesn't make it any easier to watch, that's for sure. However, the bright side is that we are now much closer to a tradable and stackable there's that.

It was simply a No Fun Day here at the No Fun Zone. The POSX rallied all day on identical comments...

TFMR Podcast - Tuesday, September 28

Tuesday, September 28, 2021 - 4:07pm

It was a day of melodrama on Capitol Hill as Mother took center stage and inserted herself into The Great Debt Ceiling Debate.

And as we wrote this morning...whatever. They can talk all they want but here's the only chart that matters:...

TFMR Podcast - Monday, September 27

Monday, September 27, 2021 - 5:25pm

The week began slowly that but doesn't mean it was a slow day so please take a few minutes to get caught up with your daily podcast.

There was certainly no shortage of news to discuss today and, even with the Comex PMs quiet and rangebound, there are other markets and names that...

SPECIAL PODCAST: An Update on Gold Royalty Corp with CEO, David Garofalo

Monday, September 27, 2021 - 1:17pm

You may recall that we first met David Garofalo back in June when Gold Royalty Corp was in the process of acquiring Ely Gold Royalties. With that merger now complete, I thought it was time to hear from David again so that he could bring us up-to-speed on all of the exciting new developments at...

TFMR Podcast - Friday, September 24

Friday, September 24, 2021 - 4:55pm

It was a long and difficult week but, while the lows for the year may not be in yet, the CoT reports indicate that we are getting awfully close.

On that note, let's wrap this week and put it away. No news or links today, just a general discussion of what is expected to come next and...

TFMR Podcast - Thursday, September 23

Thursday, September 23, 2021 - 4:32pm

It was another dismal day and the hopes for near-term improvement appear to be dismal, as well. But it is what it is and we have to talk about it.

So, for today, a sober assessment of where we are and where we appear headed in the weeks to come. We begin with this link and tweet:...

TFMR Podcast - Wednesday, September 22

Wednesday, September 22, 2021 - 4:45pm

Powell and his Goons kicked the can of eventual QE taper again today...but they only kicked it a month as Powell made it quite clear in his "press conference" that he expects to announce a taper schedule at the next FOMC in early November.

So if you care to read all about it, ZH...